GreenWood Investors boosts Jack in the Box (JACK) stake to 7.1% ownership

Rhea-AI Filing Summary

GreenWood Investors LLC filed Amendment No. 1 to its Schedule 13D on Jack in the Box Inc., reporting beneficial ownership of 1,352,490 common shares, or 7.1% of the company, held for GreenWood funds and accounts.

They used approximately $23,271,959 in aggregate to purchase these shares, funded by working capital and margin borrowings in certain managed accounts. GreenWood Investors LLC and Steven D. Wood report shared voting power over 1,312,986 shares and shared dispositive power over 1,352,490 shares, with no sole voting or dispositive authority. The ownership percentage is based on 19,073,616 shares outstanding as of May 6, 2026.

Key Figures

Shares beneficially owned: 1,352,490 shares Ownership percentage: 7.1% Purchase cost: $23,271,959 +3 more

6 metrics

Shares beneficially owned 1,352,490 shares Jack in the Box common stock held by reporting persons

Ownership percentage 7.1% Portion of Jack in the Box common stock class

Purchase cost $23,271,959 Aggregate amount used to acquire reported JACK shares

Shares outstanding 19,073,616 shares Jack in the Box common stock outstanding as of May 6, 2026

Shared voting power 1,312,986 shares Shares with shared voting power for each reporting person

Shared dispositive power 1,352,490 shares Shares with shared dispositive power for each reporting person

Key Terms

beneficially owned, dispositive power, Schedule 13D, margin accounts, +1 more

5 terms

beneficially owned financial

"Aggregate amount beneficially owned by each reporting person 1,352,490.00"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

dispositive power financial

"Shared Dispositive Power 1,352,490.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Schedule 13D regulatory

"amends the statement on filed with the SEC on November 18, 2025"

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

margin accounts financial

"The shares of Common Stock are held by some of the GreenWood Accounts in margin accounts"

A margin account is a brokerage account that lets an investor borrow money from the broker to buy more securities than they could with cash alone, using the securities in the account as security for the loan. Think of it like a mortgage for stock purchases: borrowing increases potential gains but also magnifies losses, can trigger a forced sale if the account falls below required limits, and carries interest costs—factors investors must manage carefully.

working capital financial

"The source of the funds used by the GreenWood Funds to acquire the Common Stock held by the GreenWood Funds is the working capital"

Working capital is the money a business has available to cover its daily expenses, like paying bills and buying supplies. It’s like the cash in your wallet that helps you handle everyday costs; having enough ensures the business can operate smoothly without running into money shortages.

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Available on EDGAR 06/15/2026 - 04:11 PM Accepted by SEC EDGAR 06/15/2026 - 04:10 PM Learn about SEC filing dates

FAQ

How large is GreenWood Investors’ stake in Jack in the Box (JACK)?

GreenWood Investors reports beneficial ownership of 1,352,490 Jack in the Box common shares, representing 7.1% of the company. This percentage is calculated using 19,073,616 shares outstanding as of May 6, 2026, from the issuer’s Form 10-Q.

How much did GreenWood Investors pay for its JACK common stock position?

GreenWood Investors used approximately $23,271,959 in aggregate to purchase the Jack in the Box common stock reported. The funds came from working capital of GreenWood funds and accounts, plus margin borrowings for certain accounts that hold some of the shares.

What voting and dispositive powers does GreenWood have over JACK shares?

GreenWood Investors and Steven D. Wood report shared voting power over 1,312,986 Jack in the Box shares and shared dispositive power over 1,352,490 shares. They report no sole voting or sole dispositive power, meaning decisions are taken jointly for these holdings.

How is the 7.1% ownership in Jack in the Box (JACK) calculated?

The 7.1% ownership figure is based on 1,352,490 shares beneficially owned divided by 19,073,616 Jack in the Box common shares outstanding. The outstanding share count comes from the issuer’s Form 10-Q for the quarter ended April 12, 2026, dated May 6, 2026.

What sources of funds did GreenWood use to buy JACK shares?

GreenWood funds used their working capital to purchase Jack in the Box shares, while GreenWood-managed accounts used working capital and margin borrowings. Some accounts hold shares in margin accounts, where positions are pledged as collateral for any debit balances and accrue interest at the broker’s call rate.

Who are the reporting persons in this Jack in the Box Schedule 13D/A?

The reporting persons are GreenWood Investors LLC and Steven D. Wood. GreenWood is organized in Delaware, and Wood is a United States citizen. Both report the same 1,352,490 shares beneficially owned, reflecting coordinated control over the disclosed Jack in the Box position.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 1)

JACK IN THE BOX INC

(Name of Issuer)

Common Stock, $0.01 par value per share

(Title of Class of Securities)

466367109

(CUSIP Number)

GreenWood Investors LLC
1270 Avenue of the Americas, 7th Floor,
New York, NY, 10020
212-920-4216

Ele Klein & Brandon Gold
McDermott Will & Schulte LLP, 919 Third Avenue
New York, NY, 10022
212-756-2000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

06/11/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 466367109

1

Name of reporting person

GreenWood Investors LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,312,986.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,352,490.00

11

Aggregate amount beneficially owned by each reporting person

1,352,490.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

7.1 %

14

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13D

CUSIP Number(s): 466367109

1

Name of reporting person

Steven D Wood

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,312,986.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,352,490.00

11

Aggregate amount beneficially owned by each reporting person

1,352,490.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

7.1 %

14

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, $0.01 par value per share
(b)	Name of Issuer: JACK IN THE BOX INC
(c)	Address of Issuer's Principal Executive Offices: 9357 SPECTRUM CENTER BLVD, SAN DIEGO, CALIFORNIA , 92123-1516.
Item 1 Comment: This Amendment No. 1 ("Amendment No. 1") amends the statement on Schedule 13D filed with the SEC on November 18, 2025 (as amended from time to time, the "Schedule 13D") with respect to the shares of Common Stock of the Issuer held for the account of the GreenWood Funds and the GreenWood Accounts. This Amendment No. 1 amends Items 3 and 5 as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 1 have the meanings set forth in the Schedule 13D.
Item 3.	Source and Amount of Funds or Other Consideration
	The Reporting Persons used approximately $23,271,959 in the aggregate to purchase the Common Stock reported in this Schedule 13D. The source of the funds used by the GreenWood Funds to acquire the Common Stock held by the GreenWood Funds is the working capital available to the GreenWood Funds. The source of funds used by the GreenWood Accounts to acquire the Common Stock held by the GreenWood Accounts is the working capital available to the GreenWood Accounts and margin borrowings described below. The shares of Common Stock are held by some of the GreenWood Accounts in margin accounts, which may extend margin credit to some of the GreenWood Accounts from time to time, subject to applicable federal margin regulations, stock exchange rules and credit policies. In such instances, the positions held in the margin account are pledged as collateral security for the repayment of debit balances in the account. The margin accounts bear interest at a rate based upon the broker's call rate from time to time in effect. Because other securities are held in the margin accounts, it is not possible to determine the amounts, if any, of margin used to purchase the Common Stock reported herein.
Item 5.	Interest in Securities of the Issuer
(a)	The responses of the Reporting Persons to rows (11) through (13) of the cover pages of this Schedule 13D are incorporated herein by reference. All percentages set forth herein are based upon a total of 19,073,616 shares of Common Stock outstanding as of May 6, 2026, as reported in the Issuer's quarterly report on Form 10-Q for the quarterly period ended April 12, 2026, filed with the SEC on May 13, 2026.
(b)	The responses of the Reporting Persons to rows (7) through (10) of the cover pages of this Schedule 13D are incorporated herein by reference. The Reporting Persons have dispositive power but no voting power over the shares of Common Stock directly held by certain of the GreenWood Accounts.
(c)	Information concerning transactions in the shares of Common Stock effected by the Reporting Persons during the past sixty days is set forth in Schedule A hereto and is incorporated herein by reference.
(e)	Not applicable.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

GreenWood Investors LLC

Signature:	/s/ Steven Wood
Name/Title:	Steven Wood, Authorized Person
Date:	06/15/2026

Steven D Wood

Signature:	/s/ Steven Wood
Name/Title:	Steven Wood, Self
Date:	06/15/2026